Wood Mackenzie

The two-year wait for essential AI transformer hardware dictates the pace of artificial intelligence buildout and deployment.

The institutionalization of the crypto-to-AI trade signifies a shift towards acquiring energized megawatts directly, as grid-connected power becomes the scarcest asset in AI infrastructure development.

A Wood Mackenzie report indicates that data centers in the Asia Pacific region will face new grid support obligations as regulators move away from traditional utility agreements.